Corporate Profile


Corporate History
 
Founded in 1971, by Everett Van and his son Kelvin W. Gold (Bill), Gold & Associates, Inc. has built its reputation on commitment and principle.  The philosophies of Everett and Bill have resulted in establishing a lasting reputation of integrity and life-long relationships with their clients.  Bill Gold continues to build the foundation of their successes through 30 years of active involvement in the community and an unrivaled dedication to education.
 
Corporate Mission and Strategic Vision
Being among the leaders in the industry, Gold & Associates offers a wide range of financial services.  Unlike many other industry leaders, Gold & Associates offers a unique approach consisting of three fundamental principles:
 
 
 
  • First. Gold & Associates functions as its client’s personal CFO.  As we all know, most successful businesses have a knowledgeable Chief Financial Officer (“CFO”) to coordinate the financial and administrative affairs of the company. Gold & Associates has successfully applied this practice to the “personal, financial and administrative affairs” of each client. Simply put, Gold & Associates is its client’s own personal CFO.  In addition to competent financial planners, each client has complete access to a coordinated team of talented attorneys, certified public accountants, insurance specialists, real estate professionals and portfolio managers.  This team specializes in advanced estate planning and utilizes effective tax strategies while monitoring the ever-changing tax laws.

 

  • Second. Education is an essential part to a successful strategic plan.  Each client of Gold & Associates has spent many years accumulating his or her wealth and personal estate.  We believe a similar effort should be undertaken to protect and enhance the wealth of future clients through several educational options.  Gold & Associates offered more than 250 educational classes last year attracting more than 3,000 participants, and has developed proprietary educational software utilized in the education process.  An educational division of Gold & Associates has been teaching classes on personal money management throughout the Maricopa Community Colleges for the past eight years.  These community college classes are available to anyone interested in planning, protecting and enhancing their personal wealth and estate.  In addition, customized classes are offered to employees of prominent corporations throughout Arizona.  These financial education classes have been offered by these corporations as part of an attractive benefits package for their employees.

 

  • Third. Bill Gold and his company believe in giving back to the community.  In 1999, Bill’s son, Kelvin (Kelly) W. Gold II lost his battle with Leukemia at the age of 29.  In his memory, Bill and his wife Sharon established the Kelly Gold Memorial Fund through The Leukemia & Lymphoma Society.  The Gold’s are actively involved in many charitable events, including sponsorship of an annual Speaker Series, introducing prominent individuals and timely financial topics.  All proceeds from these events are donated to The Leukemia & Lymphoma Society.  Mr. and Mrs. Gold also host an annual social event to benefit The Leukemia & Lymphoma Society.

 

Corporate Services  
Through education, integrated services, a commitment to the community and a life-long relationship with its clients, Gold & Associates offers services that assist and support their clients in achieving their financial goals.  This is accomplished through:

1.       Visualizing and sharing each client’s personal values, passions, dreams, interests and life-long retirement goals;

2.       Understanding and communicating the financial principles involved in reaching those goals;

3.       Implementing the necessary steps towards achieving those goals through investment strategies, risk management and proper tax allocation techniques; and

4.       Offering an integrated approach to the administrative aspects of the process through a team of coordinated professionals who specialize in estate planning and its complex and ever-changing tax strategies.

 

 

“Gold & Associates strives to maintain a lasting reputation of integrity in our community, create meaningful life-long relationships with its clients, and support its clients in achieving their financial goals.”
  

 

With my utmost commitment and Best Regards,

 

Bill Gold

 

Kelvin W. (Bill) Gold, CLU, CFP